glc portal project user training - overview and matter management v2.0
Post on 20-Jan-2017
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Lgal.OneLegal Practice solution for Law Firm
User Training for Staff
User training - Agenda1. Overview of Lgal.One2. Login to Lgal.One and Introduction to Human Resources 3. How to add a New Staff4. Matter Opening5. Matter Management (Matter Info)
User training - Agenda
6. Matter Management (Matter Financial)7. Managing an Intellectual Property (IP) Matter8. Matter Monitoring via Dashboard9. Matter Closing10. Matter Configuration
• Lgal.One Overview1
1. Overview of lgal.One
Accounting
HR/PayrollDashboard
Matter Management
• Login to Lgal.One2
2. Login to Lgal.One and Introduction to HR/Payroll
Login to Lgal.One HR/Payroll How to apply/cancel/update Leave
2.1 Login to Lgal.One
2.1 Login to Lgal.One
2.2 How to apply/cancel/update Leave?
2.2 How to apply/cancel/update Leave?
2.2 How to apply/cancel/update Leave?
Lesson 2 – hands-on
Login (your email and default password) Review your personal information and leave balance Apply approved leave from 1 Jan 2015
• How to add a new Staff3
3. How to add a new staff
Create/Update/Delete User Create/Update/Delete Employee How to change password
3.1. Create/update/delete User
3.1. Create/update/delete User
3.1. Create/update/delete User
3.1. Create/update/delete User
3.2 Create/update/delete Employee
3.2 Create/update/delete Employee
3.2 Create/update/delete Employee
3.3 How to change password
3.3 How to change password
3.3 How to change password
Lesson 3 – hands-on
Create a new user by HR Manager’s account Create a new employee Change your password
• Matter Opening4
4. Matter Opening
Different States of a matter Creating a draft matter File Opening Compliance Check Printing Datasheet Deleting a draft matter Searching matter
Matter states: Draft, Open, Closed – List of functionalities
DRAFT OPEN CLOSED- Create Pro-forma
Invoice- Create Time log
but can not be transferred to Cost Recoveries
- Like Draft state- Generate Matter
Slip Summary- Create Invoice for
the matter
- Nil
4.1 Different states of a matter
4.2 Creating a Draft Matter
4.2 Creating a Draft Matter
4.3 File Opening Compliance Check
4.3 File Opening Compliance Check
4.4 Printing datasheet
4.4 Printing datasheet
4.5 Deleting a Draft Matter
4.6 Searching Matter
4.6 Searching Matter
Lesson 4 – quiz and hands-on Can a draft matter be deleted? What are the functions that you can do with draft matter? Hands-on Creating a draft matter File Opening Compliance Check Printing Datasheet Deleting a draft matter Searching matter
• Matter Management (Matter Info)5
5. Matter Management (Matter Info) Update Matter information
+ Managing Contacts + Managing Team Members and budget
Create Timesheets and print timesheet Create Tasks and Events Create Auto-generated Letters/Notes Issues Tracking
5.1 Update Matter info. - Contacts
5.1 Update Matter info. - Contacts
What are the possible contact types and how it is used?
Matter Contact Types How it is used1. Bill to When entered will be printed on invoices2. Applicant Is for the case when the client is not applicant3. Adverse Party When entered will be printed on datasheet4. Registry When entered will be printed on letters to the
registry5. IPOS Contact Person When entered will be printed on letters to the
IPOS6. Opposing Counsel When entered will be printed on letters to the
Opposing Counsel
5.2 Update matter info. – Team members & budget
5.2 Update matter info. – Team members & budget
How to transfer from Lawyer A to Lawyer B?
Step 1: Update the Lawyer in charge field
Step 2: Team and Budget: Update the Lawyer A’s end date
Step 3: Team and Budget: Add Lawyer B and update the start date
Timesheets
- Timelog can be chargeable, non-chargeable
- Non-chargeable can change to chargeable (chargeable timesheet cannot revert to non chargeable)
- If set as chargeable, it becomes unbilled PS
- More than 1 lawyer can charge time for the same tasks (eg: attending the same meeting with the client)
- Can timelog when the matter is in Draft mode
Professional Fees
- Standard fees defined at the firm’s level
- Can be changed at the matter’s level
How to set standard fee?
How to set standard fee?
5.3.1 Creating new Timesheets
5.3.1 Creating new Timesheets
5.3.1 Creating new Timesheets
5.3.2 Printing Timesheet
5.3.2 Printing Timesheet
5.3.2 Printing Timesheet
5.4.1 Creating new Tasks
5.4.1 Creating new Tasks
Quick task ? Custom Action that is added to “Task” tab of Matter and lets user
quickly add a task. Quick task is set in Configuration menu ( Matter > Configuration >
Quick Task)
Quick task ? Custom Action that is added to “Task” tab of Matter and lets user
quickly add a task. Quick task is set in Configuration menu ( Matter > Configuration >
Quick Task)
5.4.2 Creating new Events
5.4.2 Creating new Events
5.5.1 Creating Auto-generated Letters
5.5.2 Creating Auto-generated Notes
5.5.2 Creating Auto-generated Notes
5.6. Issues Tracking
Lesson 5 – quiz and hands-on What are the functions that you can perform a draft
matter? Hands-on Update Matter information
+ Managing Contacts+ Managing Team Members and budget
Create Timesheets and print timesheet Create Tasks and Events Create Auto-generated Letters/Notes Issues Tracking
• Matter Management (Matter Financial)6
6. Matter management (Matter Financial) Create Pro-forma Invoice(PI) and the states of a
PI Create Matter Summary Slips and Draft Invoice Matter Financial Summary Professional Fees, Cost Recoveries &
Disbursement
6.1.1 The states of a Pro-forma Invoice
6.1.1 The states of a Pro-forma Invoice
6.1.2 Creating a Pro-forma Invoice (PI)
6.1.2 Creating a Pro-forma Invoice (PI)
6.2 Creating Matter Slip Summary and Draft Invoice
6.2.1 The states of a MSS
1. The MSS allow to change the state in draft mode
2. If the MSS has approved, the reference invoice should be cancelled first. After that, the MSS will be set to draft (refer to section 1)
3. The MSS state cannot be changed if the invoice is opened. Any changes should be in the invoice level or issue the Credit Note to make the discount / adjustment.
6.2.2 Creating Matter Slip Summary
6.2.2 Creating Matter Slip Summary
6.2.3 Creating Draft Invoice from MSS
6.2.3 Creating Draft Invoice from MSS
6.3 Matter Financial SummaryWhen selecting Matter Financial Summary, you can see all information of this matter. It include all datas as Aging Report, Trust Fund Balance, Payment, Billed and Unbilled.
6.4 Professional fees, Cost Recoveries & Disbursement
Lesson 6 – Quiz and Hands-on
Create Pro-forma Invoice (PI) and the states of a PI Create Matter Summary Slips and Draft Invoice Review Matter Financial Summary
• Managing an Intellectual Property
(IP) Matter7
7. Managing an Intellectual Property (IP) Matter
IP Sub-Types Managing a Trademark matter Managing a Patent matter Managing a Design matter Managing a Copyright matter
7.1 Managing an Intellectual Property (IP) Sub-TypesMatter types (IP) Matter Sub types Status
1. Trade Mark
TM Application AbandonedFieldPublishedTM Assignment
TM SearchesTM Renewal Renewal Filed
Renewal Pending Renewal Granted
TM Respond to OA Response CompletedResponse PendingResponse Withdrawn
2. Design Design Application AbandonedFiledExpiredRegistered
Design AssignmentDesign SearchesDesign Maintenance
3. Patent Patent Application AbandonedFiledExpiredPublishedRegistered
Patent Searches
Patent Annuities Renewal FiledRenewal Pending Renewal Granted
4. Copyright Copyright AbandonedFiledPublishedRegistered
7.2 The IP Sub-Types
7.2 The IP Sub-Types
7.2 The IP Sub-Types
Lesson 7 - quiz and hands-on
What are the different status of an IP matter Key in renewal dates from the Excel tracking sheet
• Matter Monitoring • via Dashboard8
8.1. Matter Monitoring Via Dashboard
8.1. Matter Monitoring Via Dashboard
8.1. Matter Monitoring Via Dashboard
• Matter Closing9
9. Matter Closing
9. Matter Closing
9. Matter Closing
• Matter Configuration10
10. Matter configuration
- Quick Tasks
- Reminders
- Letters/Notes
- Timesheets
What can be set by Matter Manager ?
10.1 Quick Task
10.2 Letters/Notes
10.3 Timesheets
Lgal.OneLegal Practice solution for Law Firm
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